Revenue Operations - Deal Support Specialist
Current• Coordinate between sales, channel sales, sales engineering, customer success, product, and legal team members to ensure information and steps are streamlined through sales and quoting transactions.• Review new deal transactions in the sales and quoting CRM for data accuracy and completeness.• Coordinate the company's efforts in responding to customer Request for Proposals (RFPs).• Help sales to track down missing account, contact, and purchase information needed to close deals.• Assist with managing quotes through escalation and exception processes like expediting, special terms and discount approvals.• Other administrative tasks related to leads, opportunities, contacts, accounts, etc. as required in Salesforce. • Created job aid and description for Deal Support Specialist • Created quote business process and training documents using the Spekit website• Trained the Global Sales Team on the quoting process using Dealhub.io • Collaborates with the Sales Director/Dealhub administrator for Dealhub.io to update any inefficiencies within the quoting tool. • Collaborates RevOps teammates to write the process for Deal Corrections via Salesforce.
